Institutional Ownership Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH). We have compiled data on the 2,777 institutions that hold shares in the stock, with a total of 1.17 Billion shares, which have been reported (via 13F filing form) to have a value of $75.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
1,374,702
shares
|
$88.3 Million
6.44% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
1,374,471
shares
|
$88.2 Million
6.1% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
1,364,354
shares
|
$87.6 Million
11.33% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
1,287,699
shares
|
$82.7 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
1,283,476
shares
|
$82.4 Million
0.1% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,282,890
shares
|
$82.4 Million
4.68% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
1,282,810
shares
|
$82.4 Million
0.41% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
1,268,564
shares
|
$81.4 Million
10.79% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,267,480
shares
|
$81.4 Million
2.08% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
1,264,927
shares
|
$81.2 Million
5.22% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,253,915
shares
|
$80.5 Million
0.64% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
1,241,548
shares
|
$79.7 Million
6.94% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,213,713
shares
|
$77.9 Million
0.19% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
1,170,494
shares
|
$75.1 Million
1.08% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
1,158,479
shares
|
$74.4 Million
1.65% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
1,148,021
shares
|
$73.7 Million
9.95% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,147,070
shares
|
$73.6 Million
0.02% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
1,139,147
shares
|
$73.1 Million
14.21% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
1,122,716
shares
|
$72.1 Million
0.91% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
1,109,335
shares
|
$71.2 Million
3.98% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,107,457
shares
|
$71.1 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,088,814
shares
|
$69.9 Million
0.2% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
1,083,629
shares
|
$69.6 Million
10.48% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
1,071,574
shares
|
$68.8 Million
0.97% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
1,043,500
shares
|
$67 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.03%
|
|